Donor Advised Funds at the Funding Exchange

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Donor Advised Fundsat the Funding Exchange

• A Creative and Dynamic Philanthropic Experience

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you need a FEX donor advised fund if

• you have received a large inheritance or other
  financial windfall, and need a year-end tax
  deduction, but want to give over time
• you have considered creating a family foundation
• you like to choose which grants to make
• you wonder if your financial contributions are
  making a real difference

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our donor advised funds offer

• flexibility for your charitable contributions
• tax deduction advantages
• professional and personalized grantmaking
  expertise
• efficient administrative support
• connection to social justice movement

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why choose us?

• you can create a fund with a minimum contribution
  of 10,000
• you receive an immediate charitable deduction
• you have access to skilled FEX staff to help
  determine which progressive, grassroots
  organizations best fit your funding priorities
• you receive in-depth analysis of issues and
  strategies to facilitate grantmaking

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why choose us (if you are considering a private
foundation)

• save on staff and overhead
• rely on our experienced administrative staff to
  manage all due diligence on your grants
• we can work with all your needs and develop a
  donor advised fund accordingly

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why choose us?

• we promote social change philanthropy by
  providing resources to communities across the
  nation to help build progressive power,
  strengthen democracy and achieve justice and
  equality.
• we collaborate with activists and community
  leaders to fund cutting-edge social, economic and
  environmental justice organizations.
• we strategically support groups through a network
  of 16 local and regional foundations and through
  our national office

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we support great groups

• The Coalition of Immokalee Workers is a
  community-based organization with members
  comprised largely of Latino, Haitian, and Mayan
  Indian immigrants working in low-wage jobs
  throughout Florida. The organization recently
  won an historic victory for workers rights and
  ended their four-year boycott of Taco Bell after
  the corporation acceded to their demands. CIW
  struck a major blow against forced labor in the
  farm fields of Florida.
• The Montana Human Rights Network received a grant
  to help create safe environments for LGBT youth
  in Montana. They are working in high schools to
  raise awareness of LGBT youth issues, and will
  conduct trainings using a youth-directed
  documentary video on the experiences of LGBT
  youth in school.
• The Louisiana Bucket Brigade is a statewide
  environmental health and justice organization
  that works to free neighborhoods from industrial
  pollution. The bucket is the tool community
  members use to take air samples which prove that
  chemicals emitted by local oil refineries cause
  disease and developmental disorders, and are in
  violation of state and federal health standards.

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how to set-up a DAF

• make a contribution of cash, securities, property
  or other assets.
• complete a DAF agreement form.
• choose either a Standard or Investment option.
• receive tax deduction in current year
• start grantmaking at your convenience

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donor advised fund options

• STANDARD
• minimum initial contribution of 10,000
• one-time fee of 7 on each contribution to your
  fund

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INVESTMENT

• minimum initial contribution of 200,000
• participates in a pooled investment account (All
  earnings, net of investment and management fees,
  are credited to your fund)
• initial fee of 1.5 on the first 500,000, 1 on
  the second 500,000 and .5 on any amount over 1
  million.
• an ongoing annual fee equal to 1 of the assets
  of the fund, or 1,000 minimum fee

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socially responsible investingwe engage in stock
holder activism and support community
development loans

• we AVOID
• companies that
• manufacture tobacco or weapons
• pollute the environment
• discriminate on basis of gender, race, sexual
  preference
• violate or deny basic human rights of workers
  are known to use forced labor, child labor,
  sweatshops

• we FAVOR
• companies that
• finance housing and small businesses
• contribute to the quality of human and animal
  life
• promote the economic advancement of women, ethnic
  minorities and individuals with disabilities

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advantages of FEX

• expert advice
• our knowledge of and relationships with thousands
  of organizations dedicated to social change
  nationally and internationally.

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advantages

• ease
• setting up a fund is quick and easy, whether you
  need to dispose of appreciated stock, dissolve a
  family foundation or simply want a creative way
  to give
• minimal administrative fees
• no limit to the number of grants you may
  recommend
• additional contributions to your fund may be made
  at any time advantageous to you, helping you to
  manage tax liability

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advantages

• tax-deduction when you need it
• full tax benefits at the time you make a donation
  to your fund, but you can give grants at your
  convenience over time
• tax savings for you
• avoid capital gains taxes on highly appreciated
  assets therefore you can give more to
  organizations you care about

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advantages

• administrative support
• FEX staff handles all administrative details and
  tax reporting.
• You receive cumulative quarterly reports that
  reflect the activity in your account and a
  year-end report.
• FEX staff always available to assist you with
  your account and grantmaking needs.

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advantages

• anonymity
• always an option when you give
• community involvement
• donor advisors are encouraged to attend FEX
  sponsored education events, including public
  affairs and political briefings and donor
  education seminars

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Funding Exchange National Office

• 666 Broadway, Suite 500
• New York, NY 10012
• 212-529-5300
• www.fex.org
• impact, convenience, meaning